|Long-Term Price Case||$65/lb. U308|
|Mineral Reserves||96.2 Mlbs.|
|Average Annual Production||5 Mlbs.|
|Payable Product||93,314,000 lbs.|
|True All-in Cost (TAIC)||$50.67/lb.|
|Total Operating Costs||($2,886,000,000)|
|Total Capital Costs||($650,000,000)|
|Net Profit Margin||22%|
|Absolute Cost Structure (ACS)||78%|
|MTQ Score (Higher is Better)||0.3|
|Cash Flow Multiple||11x|
|Annual Cash Flow||$70,375,329|
|Future Market Cap||$774,128,618|
|Future Market Cap Growth||1,656%|
Deep Yellow Limited and NexGen Energy represent two of NuChemICF’s largest equity stakes at 5% and 7% respectively.
We recently migrated our equity stakes in Forsys Metals, GoviEx, Denison Mines and Fission Uranium into these high-conviction names. In a word, we are aggressively concentrated.
About the PFS Presumptions
They are just that: presumptions. And it’s important to remember that Deep Yellow will be a multi-project interest with a global footprint, so Tumas is just one piece of the puzzle.